No more exporting and emailing reports from spreadsheets. Our equity administration delivers a new world of collaboration, clarity and simplicity. Share reports from one real-time data source with founders, employees, investors and partners.
Everyone wants reporting transparency: stakeholders, investors, auditors and partners. Our financial reporting combines power, flexibility and audit-ready accuracy so your numbers are accessible, defendable and safe.
Managing your cap table with spreadsheets gets increasingly more complex as your business grows. We bring your equity structure and cap table into a clear, shareable view with one cloud-based data source.
Intuitive design allows employees to easily access their plans wherever they are. The participant experience in Shareworks gives all stakeholders – founding, new and future – a clear, up-to-date picture of their equity, accessible 24/7.
The Shareworks platform is an all-in-one platform for participants, administration, and financial reporting. Choose an edition designed for your stage of growth, from startup to IPO and beyond.
Is your company on the IPO path? Learn from the pros about what pitfalls to navigate – and discover what tools can help you reach the summit.PLAN MY JOURNEY
409A valuations. It's what we know. And what we love. Our valuations team is here to contribute to your success. Our team’s experience and subject matter expertise result in value conclusions you can trust.
Liquidity Events enable private companies to offer liquidity to attract and retain employees. Companies can initiate an event, manage it efficiently and finish with certainty. Now you’re free to run events as often as you like.
Shareworks Compensation helps you model infinite cash and equity scenarios tailored to your workforce. Then use the board-ready reports to bring these strategies to life so you can attract and retain your most valuable assets.
"The Shareworks team did an awesome job the whole way through, and were always supportive of Nextdoor — both pre- and post-implementation. I really feel that I made the right decision going with Shareworks. "
Nextdoor, Vice-President Finance
Whether you’re planning to remain private or go public, the Shareworks by Morgan Stanley team works with you as an extension of your team, providing guidance and support through all of your major milestones.
As a private company grows, equity plans become more complex. Here you’ll find solutions for those complexities along with a range of resources to keep you up-to-date on managing equity at a growing, private company.EXPLORE